Filed May 13, 2016
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,631 | $144,119+42.0% | $117,854+73.6% | $147,584+38.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.76% | 531.15%-518.4pp | 335.08%-322.3pp | 578.55%-565.8pp |
| Employer contribution / active EE | $8,386 | $4,896+71.3% | $3,786+121.5% | $4,876+72.0% |
| Participant deferral / active EE | $4,682 | $5,316-11.9% | $4,482+4.5% | $5,439-13.9% |
| Admin fee / account holder | $4,201 | $10,886-61.4% | $8,020-47.6% | $10,885-61.4% |